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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,749 | $157,304-83.6% | $141,197-81.8% | $152,909-83.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.21% | 64.34%-32.1pp | 71.41%-39.2pp | 345.46%-313.3pp |
| Employer contribution / active EE | $7,400 | $5,263+40.6% | $4,736+56.2% | $4,764+55.3% |
| Participant deferral / active EE | $8,553 | $7,111+20.3% | $6,710+27.5% | $5,851+46.2% |
| Admin fee / account holder | $14 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |